Those reasons (subheads only, so you go on over and read the real stuff here):

1. A Better Year for Base Metals2. Enhanced M&A3. Stability in Gold and Silver4. The Oil Eclipse “Bonanza”5. Rotation into Mining

It’s good fun, irreverent stuff. Here’s a taster from the conclusion.

It’s too easy for us to claim things can’t get worse, as 2014 was so grim but those who remember the late 1970s, would not be so fast to make such a claim. However, we are, at least, not in an era of stagflation.

The current situation appears to us to be rather binary. Either Western economies will drift into a sort of perma-recession (the economic zombies… undead, but not alive either) or the nascent recovery in those that are bubbling (plus those emerging economies that are NOT QE-junkies) combined with the oil price “dividend” will kick start a period of modest but broader growth spreading through the more torpid of the European economies. Simply put better economies and more money on the table (and in the pockets) of Western consumers will lift the mining space in 2015.